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How to print a checklist for a range of clients

Article ID
ias-10612
Article Name
How to print a checklist for a range of clients
Created Date
3rd September 2012
Product
IRIS Personal Tax
Problem
Is it possible to print a checklist report for a particular range of clients? For example all clients of a particular partner within the practice?
Resolution
Users are required to: 1. Log on to IRIS Personal Tax and select a client. 2. From the Administration menu, select Checklists. 3. Select Range of clients. This will open the IRIS Data Mining screen and include a list of all clients. 4. To produce checklists for clients of a particular partner, click on Form option. 5. Click on the magnifying glass, click on Partner. 6. Enter the ID of the relevant partner or use the magnifying glass to select from a list, click OK. 7. Click Add to List then click on Find. 8. A list of relevant clients will be displayed in the bottom half of the screen. 9. Select the clients by right clicking on the client at the top of the list and choosing Select All. 10. Once all the clients are highlighted, click Select. 11. Enable or disable the options on the Checklist Print Options, click OK.

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